+52.4%
PSA vs AFRM
+192.6%
-140.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | -1.4% | -4.4% | +3.0% | -1.1% |
| 30D | +15.2% | -7.7% | +22.8% | +15.8% |
| 3M | +2.2% | -16.9% | +19.1% | +3.3% |
| 6M | +11.7% | +2.5% | +9.2% | +10.9% |
| YTD | +32.0% | -12.5% | +44.5% | +31.9% |
| 1Y | +26.3% | -11.0% | +37.3% | +25.8% |
| 3Y | +52.4% | +184.6% | -132.2% | +25.0% |
| All | +52.4% | +192.6% | -140.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AFRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling